Kapta Reviews

I like the detailed org charts and relationship maps. We have a good process in Kapta for keeping track of opportunities, and time-probability weighting them.

For very complex organizations, with multiple subsidiaries, it can be more difficult to organize the client org charts.

Kapta helps us to have a clear process for organizing and reporting on our opportunities and sales pipeline. It also helps us keep track of key players and contacts at our clients. It is also helpful to understand the history of a client relationship over time, especially for a new account person coming in.

Kapta is an easy to use tool which captures all parts of our client information at the click of a button. My favourite part has to be the hierarchy tree to better understand our client relationships and identifies key stakeholders.

We use this portal to inform to form strategic account plans across our regions.

Nothing yet! It's fairly early days but looking forward to making Kapta work harder for us!

Write your problems down first and then find out if they will solve them!

We've moved from a tactical Customer Success department to strategic and Kapta has played a vital part!

Account planning tool for all departments to share. One place where Sales, Client Services, and other departments can each view the "big picture" or game plan for each client and customer.

None at this time, we are starting to create account plans for our top 100 clients.

We are getting our Sales, Client Services, and Support teams on the same page at one location. Create a plan, import data from other systems (SalesForce), and make your game plan for the year. Track tasks and strategic objectives.

Relationship mapping, contact freshness, and key account planning tools help keep you on track. Email forwarding capabilities also help with note tracking.

I'd like the ability to link with more apps, like OneNote for more robust note tracking with accounts.

Keeping up with existing accounts in a traceable way, and providing updates to leadership is easier with Kapta. I can simply export account plans, notes, and contact updates without recreating the wheel.

Kapta is easy to use, reinforces key account management processes, and the support is phenomenal.

There were a few areas at first I didn't like, however Kapta is adaptable and worked to improve and customize everything I disliked. There is nothing I dislike about Kapta. Every "dislike" was viewed as an opportunity to improve.

Kapta is a tool to enhance an organization's ability to conduct key account / strategic account management. As an organization, the team is responsive, supportive, and always open to collaboration. If integrating KAPTA with an existing CRM, ensure your team is properly utilizing the CRM and populating it with quality data. The data in the CRM can be leverage in amazing ways through the addition of Kapta.

Bringing key account management concepts to life within our company. Kapta has helped us reinforce processes and be more deeply engaged with our clients. Kapta has allowed with better global coordination, consistency in our approach, and alignment between internal/external goals. Kapta is easy to use. The best part about Kapta is the team behind the software. Kapta has a great team to help coach, guide, and adapt with us as we implement the software into our business. Kapta as an organization has been a pleasure to work with over the years.

-The ease of the UI

-Ability to build it to our needs

-Immediate support from the team if we have questions or ideas (we have yet to have a 'software' issue)

-A company that "gets it" from a key account management perspective

We synced as much as we could, but one of our systems was not able to sync directly so we have a manual import. HOWEVER, it is super simple and takes our admin a few minutes to do each month. It is more of a limitation of what we use, and not Kapta.

Spend time with the group and go through a workshop and your implementation will be quite successful

-Data driven decisoin making at the management level

-Better touchpoints with clients

-Doing "defensive driving" to see where we might avoid problems in an account

-Better transitions between account managers

-Better management between AM's and their own managers

-Insights that we were never able to get before in a few single clicks

-Better account retetion

-Improved account growth and tracking from reviewing whitespace and creating strategies as a team

Our clients are large media companies, which are complex organizations with stakeholders around the world. We use Kapta to identify key stakeholders at our clients, track executive level relationships, and make sure that we are operating as a true strategic parent for our customers. Kapta provides us with a clear roadmap for how to engage with our customers, including a detailed and action-oriented account plan.

As CEO, I am able to quickly see where we stand with all of our clients, what relationships need attention, and how we are positioned for growth and success. We also use the Product Whitespace Analysis module to see which customers are using our full suite of products and services.

We have Kapta integrated with our Salesforce CRM to make best use of our existing technology investments.

The Kapta team is very responsive to feedback and any bugs or issues that arise.

There are a few parts of Kapta that we do not use: Advanced Metrics or Opportunity Tracking.

Parent/child account mapping for large, complex global accounts gives us visibility into each layer of activity

Visibility into our key decision-maker relationships

Accountability from our executive team on owning and managing relationships with individual customers

Clear account plans

Product Whitespace visibility

It's a streamlined and intuitive CRM that emphasizes the most impactful pieces of key account management. I've found that reps are more willing to fill out each piece of information at the contact/account-level with how these objects are presented; you never feel overwhelmed with unnecessary features. In time, it takes on a life of its own with user input and provides critical insight at a high-level to make decisions

I wish it had a mobile experience but that may be in their pipeline

Keeping tabs on our customer relationships in a way that benefits all parties involved.

It brings accounts plans to life by breaking them down into what we owe and how we are going to build and expand. It also allows one to create sales stages, see pipeline, and analyze progress.

It requires some knowledge to run the software and also a bit expensive to small businesses.

It actually as no substitut and it help your business to grow

It includes a proprietary algorithm that gives one metric that matters,in relation to his/her customers. Better manage rmeasure satisfaction,know which accounts require attention and also risk.

The ability track accountability and progression with customer accounts.

Minor - I wish there is a way to select a batch of multiple reports to export/download all at once, and a way for Kapta to consolidate them into one master document. I use a workaround to do this right now, but maybe there is a hidden function for this?

Tracking and measuring objectives and actions with Key Customer accounts. The benefit is what you put into it. The more you feed it, the more it can measure success and areas of improvement.